See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,124 | $102,317+130.8% | $146,958+60.7% | $80,856+192.0% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 9.43% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $6,287 | $3,713+69.3% | $4,933+27.4% | $2,755+128.2% |
| Participant deferral / active EE | $5,478 | $6,644-17.5% | $8,070-32.1% | $4,296+27.5% |
| Admin fee / account holder | $5,281 | $7,941-33.5% | $12,998-59.4% | $6,918-23.7% |